i know it's tied to housing -- liz: eagle? some of the names out there, i always think of eagle, but what else? >> we own ray near, wire how'ser, we like the underlying asset, quite frankly, because we want to be long some hard assets because we have a sneaking suspicion that the only way the fed's going to get out of this box that they're in is to start to inflate things and so you want to be long as is sents, and we happen to like -- assets, and we happen to like lumber as a long-term asset. all you need is rain and a little sun, and the trees keep growing. so we like that. in terms of the housing, there's no question that you're going to get a knee-jerk reaction to housing. housing market gets weak, you know, you're going to see lumber come in, but i think longer term, quite frankly, you want to be long those stocks. liz: okay. i agree with you on that. i think that at some point the housing market is going to, of course, recover. here we go with the home builders. if we were looking at housing materials, which is what we w